CDuf · Business Systems Analyst · Bronze Trophy

Thanks. My () were only in place because I started with a similar formula I found, and it included the () so I left them in. When I removed the () I caused no issue. THANKS! I was treating the || sor…

Final Saved Search in case anyone wants it. This Search is intended to list all Open Cases and the most recent Case User Note that has not been auto generated. No Summary Criteia I also used some hig…

This worked: case when {usernotes.notetype} = 'An auto generated note.' then '' else {usernotes.note} end. For anyone else the uses this, the '' are single quotes. THANK…

I am creating a Saved Search of ALL open (Status = Not Closed) Cases. Some cases have no User Notes, some have auto generated notes and some have actively added by employees. I need to include any ca…

I want to include a Contact's Company Name in an email template without the leading Company #. Using ${contact.company} gets me the 198515 Payroll Inc. I am trying to return Payroll Inc. only. C…